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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $465,362 | $77,920+497.2% | $149,723+210.8% | $75,177+519.0% |
| Participation rate | 81.3% | 65.6%+15.7pp | 78.8%+2.5pp | 67.2%+14.0pp |
| Annual return | 28.45% | 31.72%-3.3pp | 134.50%-106.0pp | 160.75%-132.3pp |
| Employer contribution / active EE | $2,315 | $3,138-26.2% | $4,821-52.0% | $2,671-13.3% |
| Participant deferral / active EE | $4,394 | $3,411+28.8% | $5,682-22.7% | $4,126+6.5% |
| Admin fee / account holder | $15,854 | $5,951+166.4% | $13,215+20.0% | $5,651+180.5% |